@AdrianSolis74

Hedge fund manager (volatility/derivatives), QVR. Personal account. Oathbreaker paladin and Nightreign princess bodyguard. Chief Investment Officer of Antifa.

 San Francisco, CA
Joined May 2021
  • Tweets114
  • Following531
  • Followers126
21Media
๐Ÿšจ $AAPL IS GETTING INTERESTING ๐Ÿ‘€ An analyst has reportedly doubled revenue expectations for Appleโ€™s new iPhone Duo and believes $AAPL is โ€œlikely to outperformโ€ next week. Iโ€™m watching $AAPL closely. ๐Ÿ“ˆ Whatโ€™s your call for next week? ๐Ÿ‘‡ $AAPL $NVDA
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What I found especially interesting in this podcast was the argument that cyber threats will sustain demand for frontier models. xitter.cf/jukan05/status/2097618โ€ฆ
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zdnet.co.kr/view/?no=2026090โ€ฆ

์‚ผ์„ฑ์ „๊ธฐยทLG์ด๋…ธํ…, ์ธํ…” 'EMIB-T' ๊ธฐํŒ ์ƒ์šฉํ™” ์ถ”์ง„โ€ฆๆ—ฅ์ด๋น„๋ด์— ๋„์ „

์‚ผ์„ฑ์ „๊ธฐ์™€ LG์ด๋…ธํ…์ดย ์ธํ…” '์ž„๋ฒ ๋””๋“œ ๋ฉ€ํ‹ฐ ๋‹ค์ด ์ธํ„ฐ์ปค๋„ฅํŠธ ๋ธŒ๋ฆฌ์ง€(EMIB)'์šฉ ๊ณ ๋ถ€๊ฐ€ ๋ฐ˜๋„์ฒด ๊ธฐํŒ ๊ณต๊ธ‰์„ ์ถ”์ง„ํ•˜๊ณ  ์žˆ๋‹ค. EMIB๋Š” ์ตœ๊ทผ ๊ณ ์„ฑ๋Šฅ ์ธ๊ณต์ง€๋Šฅ(AI) ๋ฐ˜๋„์ฒด ์‹œ์žฅ์—์„œ ์ˆ˜์š”๊ฐ€ ๋Š˜๊ณ ย ์žˆ๋Š” ์ฒจ๋‹จ ํŒจํ‚ค์ง• ๊ธฐ์ˆ ์ด๋‹ค.ย ์ผ๋ณธ ์ด๋น„๋ด์ด ์ฃผ๋„์  ๊ธฐ...

zdnet.co.kr
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"but we might have to pause new Pro subscriptions for a bit if this continues." Sign up now! xitter.cf/thsottiaux/status/2097โ€ฆ
Tibo
@thsottiauxSep 9
Demand for Astra is really unprecedented. We're pulling all the levers possible to sustain the demand, but I've not seen anything like it until now and we went through very steep growth before. Priority will always be to keep excellent service for existing users, but we might have to pause new Pro subscriptions for a bit if this continues.
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OpenAI: "One of the areas where we have made the most progress and gained the most recognition with Samsung Electronics is our joint production and research on the next-generation chips โ€‹we are developing," ๐Ÿ‘€๐Ÿ‘€ On device AI chips?
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Now you see why SK hynix is looking to work with Intel, and why CXMT is hiring logic foundry engineers, right? xitter.cf/jukan05/status/2097560โ€ฆ
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zdnet.co.kr/view/?no=2026090โ€ฆ

SKํ•˜์ด๋‹‰์Šค "3D ์Šคํƒ๋“œ D๋žจ์— ํŒŒ์šด๋“œ๋ฆฌ ๊ณต์ • ํ™œ์šฉ"

SKํ•˜์ด๋‹‰์Šค๊ฐ€ ์ฐจ์„ธ๋Œ€ ๋ฉ”๋ชจ๋ฆฌ '3D ์Šคํƒ๋“œ(stacked) D๋žจ'ย ๊ฐœ๋ฐœ์— ํŒŒ์šด๋“œ๋ฆฌ ๊ณต์ •์„ ํ™œ์šฉํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ ย 9์ผ ๋ฐํ˜”๋‹ค.ย ์ „๋‚  ์ด์ฒœ์บ ํผ์Šค ์ˆ˜ํŽ™์Šค์„ผํ„ฐ์—์„œ ์—ด๋ฆฐ '2026 SKํ•˜์ด๋‹‰์Šค ๋ฏธ๋ž˜ํฌ๋Ÿผ'์—์„œ SKํ•˜์ด๋‹‰์Šค ๊น€๊ฒฝํ›ˆ, ์†ํ˜ธ์˜ ๋ถ€์‚ฌ...

zdnet.co.kr
11
According to the FT: DeepSeekโ€™s annual recurring revenue reached approximately $500 million last month. DeepSeek has already invested $1.6 billion in AI infrastructure this year, nearly 10 times its total investment in 2025.
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zdnet.co.kr/view/?no=2026090โ€ฆ

์ผ๋ณธ JDI ๋ชจ๋ฐ”๋ผ ๊ณต์žฅ ๋งค๊ฐ์— ๋งˆ์ดํฌ๋ก ยท๋ฐ˜๋„์ฒด๊ธฐํŒ ์—…์ฒด ๋“ฑ ๊ด€์‹ฌ

์ผ๋ณธ ๋””์Šคํ”Œ๋ ˆ์ด ์—…์ฒด JDI(Japan Display Inc.)๊ฐ€ ์ง€๋‚œ 3์›” ๊ฐ€๋™์„ ์ค‘๋‹จํ•œ ๋ชจ๋ฐ”๋ผ(Mobara) ๊ณต์žฅ(ํŒน) ๋งค๊ฐ์— ๋ฏธ๊ตญ ๋งˆ์ดํฌ๋ก ๊ณผ ์—ฌ๋Ÿฌ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์—…์ฒด์— ์ด์–ด, ๋ฐ˜๋„์ฒด ๊ธฐํŒ ์—…์ฒด๋„ ๊ด€์‹ฌ์„ ๋ณด์ธ ๊ฒƒ์œผ๋กœ 8์ผ ํŒŒ์•…๋๋‹ค.ย JDIย ๋ชจ๋ฐ”๋ผ ๊ณต์žฅ์€ ๊ณผ๊ฑฐ 6์„ธ๋Œ€ ์•ก์ •ํ‘œ...

zdnet.co.kr
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* Kioxia CEO dismisses the possibility of closer cooperation with SK hynix * Kioxia aims to hold NAND prices steady to sustain AI demand * Kioxia CEO says he instructed employees not to raise memory prices sharply WTF?
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According to Korean media reports, Samsungโ€™s Taylor foundry fab has already begun operations.
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Itโ€™s finally been officially announced. qualcomm.com/news/releases/2โ€ฆ xitter.cf/jukan05/status/2057596โ€ฆ

Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI...

Qualcomm Announces a Multi-Generation Collaboration with Amazon on Customized Silicon and Advanced Optical Connectivity Solutions for Next-Generation AI Data Center Infrastructure.

qualcomm.com
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biz.chosun.com/it-science/icโ€ฆ

โ€œ4๊ฐœ ์ค‘ 3๊ฐœ๋Š” ๋ถˆ๋Ÿ‰โ€โ€ฆ ์ค‘๊ตญ์‚ฐ HBM ์ˆ˜์œจ ๋ถ€์ง„, ์›์ธ์€ TSV ๊ธฐ์ˆ ๋ ฅ ๋ฏธ๋‹ฌ

4๊ฐœ ์ค‘ 3๊ฐœ๋Š” ๋ถˆ๋Ÿ‰ ์ค‘๊ตญ์‚ฐ HBM ์ˆ˜์œจ ๋ถ€์ง„, ์›์ธ์€ TSV ๊ธฐ์ˆ ๋ ฅ ๋ฏธ๋‹ฌ ์ „๊ณต์ • 30%ยทํ›„๊ณต์ • 70%, ๋‘ ๋ฒˆ ๊ฑธ๋Ÿฌ์ง€๋Š” HBM ์–‘์‚ฐ ๊ด€๋ฌธ TSV ๋…ธํ•˜์šฐ๋Š” ํ•˜๋ฃจ์•„์นจ์— ์•ˆ ์Œ“์ธ๋‹ค ์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค์™€ 4~5๋…„ ๊ฒฉ์ฐจ

biz.chosun.com
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zdnet.co.kr/view/?no=2026090โ€ฆ

์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด, ๋‚ด๋…„ ์• ํ”Œ ํด๋”๋ธ”ยท์•„์ดํŒจ๋“œ OLED ๊ณต๊ธ‰ ๋ชฉํ‘œ ๋Œ€ํญ ์ƒํ–ฅ

์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด๊ฐ€ ์• ํ”Œ์˜ ์‹ ๊ทœ OLED ์ˆ˜์š”์ฒ˜์ธ ํด๋”๋ธ”ํฐ๊ณผ ์•„์ดํŒจ๋“œ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ๋‚ด๋…„ ๊ณต๊ธ‰๋Ÿ‰์„ ํฌ๊ฒŒ ๋Š˜๋ฆฐ๋‹ค๋Š” ์‚ฌ์—… ๊ณ„ํš์„ ์„ธ์šด ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋๋‹ค. ํด๋”๋ธ” OLED๋Š” ์˜ฌํ•ด 800๋งŒ๋Œ€ ์ˆ˜์ค€์—์„œ ๋‚ด๋…„ 1500๋งŒ๋Œ€๊นŒ์ง€, ์•„์ดํŒจ๋“œํ–ฅ OLED๋Š” ์˜ฌํ•ด 200๋งŒ๋Œ€ ์ˆ˜์ค€์—์„œ ๋‚ด๋…„ 900๋งŒ๋Œ€ ๊ณต๊ธ‰์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ...

zdnet.co.kr
4
๐Ÿ‘€ xitter.cf/xhyctf/status/20972233โ€ฆ
ๆฐธ้›ๅก”่ฒ
@xhyctfSep 8
DeepSeek V4.1 Flashๆฅไบ†๐Ÿ‘๐Ÿ‘
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Mistral raises โ‚ฌ3 billion in a Samsung Electronics-led Series D round at a โ‚ฌ21 billion valuation.
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Benn Eifert /Secretary retweeted
Nico Vitale@NicoVitale202531 Aug 2024
Week 1 vs. Whitehouse LB/LS 14 Tackles (7 Solo) 1 TFL 3/3 Punt Snaps 1/1 FG Snaps @WoodrowFootball @CoachJ_Fish @CoachHenzler #CODERED hudl.com/v/2PzEHt

Whitehouse High School

Whitehouse High School

hudl.com
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Benn Eifert /Secretary retweeted
SportsDayHS
@SportsDayHS12 Sep 2023
When the New York Jets needed an impact play, a Dallas-area product stepped up at the right time. ๐Ÿคฉ @WoodrowFootballย alum Xavier Gipson scored the game-winner in last night's MNF showdown between the Jets and Bills. ๐Ÿ”ฅ dallasnews.com/high-school-sโ€ฆ

Watch: Woodrow Wilson product Xavier Gipson leads Jets to victory with OT punt return TD

Gipson relied on his speed and blockers as he ran down the left sideline, ending the game with a 65-yard return to the end zone.

dallasnews.com
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